PROCESS6ix

Our process and project management provide full transparency, consistency, and accountability to all stakeholders.

Our focus on project management drives results while providing complete transparency and accountability for all stakeholders in the enrollment.

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Step 1: CASE SETUP

Implementation Timeline

  • Develop enhanced benefit strategy
  • Enrollment and communication timeline
  • Implementation & project management
  • Collection and validation of data elements

Step 2: BENEFITS COUNSELOR

CERTIFICATION & TRAINING

  • Enrollment platform & call center technology
  • Virtual screen share technology
  • Client-specific core benefit training
  • Ep6ix case certification
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Step 3: COMMUNICATION PLAN

EMPLOYEE ENGAGEMENT TOOLS

  • Ringless voicemail
  • Texting tools
  • Custom videos
  • Schedule tools
  • In-person or virtual consults
  • Employee app with a communication portal

Step 4: ENROLLMENT & CASE MANAGEMENT

PERFORMANCE & EXECUTION

  • Enrollment platform & call center technology
  • Virtual screen share technology
  • Client-specific core benefit training
  • Ep6ix case certification
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Step 5: POST ENROLLMENT

VALIDATION & SUBMISSION

  • Employee survey
  • Enrollment file scrub
  • Deduction file mapping
  • Bill reconciliation
  • Stewardship meeting
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Partnerships

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Product

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Performance

Want to find out more? Drop us a line!

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Reach Us

  • Email:

    support@ep6ix.com

  • Phone:

    (408) 999-5005 Ext 101

Contact Us